Investment & Financial Planning Advisor

Bank of America; Paramount (CA); On-site; USD 70,000 - 80,000; Full time

Job summary

Bank of America is seeking a licensed financial advisor to provide comprehensive financial planning and customized brokerage solutions to clients. You will triage leads, coordinate referrals, meet with clients to set goals, and build financial plans that include stocks, bonds, and banking products.

The role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments, and a sales background with meeting targets.

Qualifications

• Series 7 & 66 licenses required (or 63/65 with conditional path)
• Minimum 1 year experience in investments industry
• Experience in financial service industry or sales with targets met
• Strong relationship-building and communication skills
• Ability to work in fast-paced environment with regulatory diligence

Responsibilities

• Plan client financial goals and build plans with brokerage products
• Recommend banking and investment strategies aligned to client needs
• Triages client requests and refer to internal service providers
• Mitigate and manage risk as part of daily activities
• Identify new clients through referrals or client base
• Provide coaching to referral partners based on client needs and product services

Skills

Account Management

Advisory

Client Experience Branding

Customer and Client Focus

Oral Communications

Active Listening

Attention to Detail

Client Solutions Advisory

Issue Management

Pipeline Management

Causation Analysis

Client Management

Policies, Procedures, and Guidelines

Risk Management

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Job description

Bank of America is seeking a licensed financial advisor to provide comprehensive financial planning and customized brokerage solutions to clients. You will triage leads, coordinate referrals, meet with clients to set goals, and build financial plans that include stocks, bonds, and banking products.

The role requires Series 7 and 66 (or 63/65) licenses, at least one year in investments, and a sales background with meeting targets.